Bedel Financial Consulting’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bedel Financial Consulting’s Portfolio SLYG Stock Details SLYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-595	Closed	-$50K	–	773
2022 Q1	$50K	Buy	595 +1	+0.2%	+$84	0.02%	388
2021 Q4	$55K	Buy	594 +1	+0.2%	+$91	0.02%	379
2021 Q3	$52K	Hold	593	–	–	0.02%	372
2021 Q2	$53K	Hold	593	–	–	0.02%	365
2021 Q1	$51K	Buy	593 +1	+0.2%	+$85	0.02%	356
2020 Q4	$45K	Buy	592 +1	+0.2%	+$68	0.02%	332
2020 Q3	$35K	Buy	591 +1	+0.2%	+$60	0.02%	350
2020 Q2	$34K	Sell	590 -167	-22%	-$8.7K	0.02%	329
2020 Q1	$35K	Buy	757 +2	+0.3%	+$118	0.02%	309
2019 Q4	$49K	Buy	755 +2	+0.3%	+$123	0.03%	290
2019 Q3	$45K	Buy	753 +1	+0.1%	+$60	0.03%	294
2019 Q2	$46K	Buy	752 +2	+0.3%	+$120	0.03%	292
2019 Q1	$45K	Buy	750 +550	+275%	+$32.5K	0.03%	287
2018 Q4	$11K	Hold	200	–	–	0.01%	449
2018 Q3	$12K	Hold	200	–	–	0.01%	463
2018 Q2	$13K	Hold	200	–	–	0.01%	448
2018 Q1	$12K	Buy	+200	New	+$11.6K	0.01%	457

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Bedel Financial Consulting's SLYG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 595 shares — an estimated $50K sold.

Bedel Financial Consulting first reported a position in SLYG in Q1 2018 and held it in 17 quarters. The position peaked at $55K in Q4 2021. 351 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 595 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $50K.
Bedel Financial Consulting first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $55K in Q4 2021.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.